---
title: Create a task for a digital forensic legal matter
description: Create a task for a digital forensic legal matter and add instructions and to-do items in a checklist for the task owner to work on.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/create-dft-matter-task.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Work on a digital forensic legal matter, Manage, Legal Digital Forensics, Legal Service Delivery Practice Applications, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Create a task for a digital forensic legal matter

Create a task for a digital forensic legal matter and add instructions and to-do items in a checklist for the task owner to work on.

## Before you begin

Role required: sn\_lg\_matter.matter\_fulfiller

## About this task

As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the **Matter owner**, **Assignment group**, and **Assignment group permission** fields.

## Procedure

1.  Navigate to **All** > **Legal Request** > **Legal Counsel Center**.

2.  In the Legal Counsel Center tab, select the list icon \[Omitted image "lsd-lcc-list-icon.png"\] Alt text: List icon.

3.  In the **Lists** tab, open a legal matter by selecting an option under **Matters**.

<table id="choicetable_qbl_2bj_gtb"><thead><tr><th align="left" id="d349233e105">

Option

</th><th align="left" id="d349233e108">

Steps

</th></tr></thead><tbody><tr><td id="d349233e114">

**As an assignee**

</td><td>

1.  Select the **Assigned to Me** option.
2.  Select a legal matter to work on.
3.  If the legal matter is newly assigned to you, select **Start** to start working on it.

The state of the legal matter updates to Work in Progress.

</td></tr><tr><td id="d349233e143">

**As a collaborator**

</td><td>

1.  Select the **Collaborations** option.
2.  Select a legal matter to work on.


</td></tr></tbody>
</table>4.  To add a matter task, in the **Tasks** tab, click **New** to [add a task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/add-tasks-to-legal-matter.md).

    The matter task is created and **Artifacts**, **Approvers**, and **Data Source Details** tabs are displayed.

5.  On the Task form, add a new data source.

    1.  In the **Data Source Details** tab, click **New**.

    2.  On the form, fill in the fields.

<table id="table_ybk_k4b_14b"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Search source

</td><td>

Source in which the digital evidence is to be investigated.One or more fields appear on the form based on the data source configuration. For more information, see [Configure a data source for digital forensics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/configure-forensics-search-sources.md).

</td></tr><tr><td>

Type

</td><td>

Type of data—custodial or non-custodial—to investigate.

</td></tr><tr><td>

Custodial data

</td><td>

User whose data need investigation. The list displays custodians added in the legal matter.

 This field appears only when **Custodial Data** is selected from **Type**.

</td></tr><tr><td>

Non-custodial data

</td><td>

Details of the non-custodial data to investigate.The list displays non-custodial data added in the legal matter.

 This field appears only when **Non Custodial Data** is selected from **Type**.

</td></tr><tr><td>

Hold notice issued

</td><td>

Option for indicating that the custodian has been notified of the legal hold on the data or device.

</td></tr></tbody>
</table>    3.  Click **Save**.

    A Data Source Detail record for a selected custodial or non-custodial data is added in the matter task. It appears in the **Data Source Details** tab on both the Task form and Matter form.

    If there are fulfillment steps associated with the selected data source, they are added in the Task form as well.

6.  Go back to the Task form and in the contextual side bar, add instructions and to-do items for the task.

    -   In the **Instructions** section, click **Add** to add instructions for the assigned user to do for completing the task.
    -   In the **Checklist** section, click **Create** to add to-do items to track the progress of activities in the matter task.
7.  [Add an artifact \(folder\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/add-artifact-to-legal-matter.md) in which you or the assigned person can upload files related to the task or its investigation.

8.  In the **Details** tab of the Task form, select a user in the **Assigned to** field to assign the task to work on.


## What to do next

The assigned user can [work on the matter task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/work-on-dft-matter-task.md) by following the instructions and completing the checklist items.

**Parent Topic:**[Work on a digital forensic legal matter](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/work-on-dft-legal-matter.md)